The retirement planning industry in Latin America is rapidly evolving as people seek greater financial security in later life. This sector primarily includes companies such as pension funds, insurance firms, and fintech startups, offering various products, from traditional retirement savings plans to innovative digital platforms for wealth management. Recently, there's been a noticeable shift towards integrating technology to enhance user engagement and accessibility. Notably, as populations age and financial literacy increases, there's a compounding demand for tailored retirement solutions. Increased regulatory focus and investment in fintech are likely to shape the future of this thriving industry.


In this list, we spotlight 14 key investors from Latin America, primarily venture capital and corporate firms headquartered across Brazil, Colombia, and Chile. Ranging in size from small teams to large organizations, many were founded in the last decade, showcasing a fresh perspective on the retirement planning market. The collective 2024 investments demonstrate their active participation in nurturing fintech and insurance sectors crucial for retirement solutions. With varied expertise, these investors are making significant contributions to industry growth and innovation.


Top 14 Retirement Planning Investors in Latin America


1. bossa invest

  • Website: bossainvest.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2011
  • Headcount: 11-50
  • Number of deals in 2024: 56
  • LinkedIn: bossainvest

Bossa Invest is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm specializes in investing in innovative startups, particularly in the technology sector, and provides capital, strategic guidance, and access to a network of co-investors. Bossa Invest also offers educational resources for investors and startups, aiming to empower entrepreneurs and foster growth in the startup ecosystem. Notably, Bossa Invest has participated in funding rounds for companies relevant to retirement planning, such as Human Interest, which raised $40 million in Series C funding to enhance its 401(k) offerings for small and medium-sized businesses. Additionally, their involvement with companies like Moneyfarm, a digital wealth manager, further demonstrates their engagement in the financial services sector, which includes retirement planning solutions.


2. Kaszek

  • Website: kaszek.com
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2011
  • Headcount: 11-50
  • Number of deals in 2024: 17
  • LinkedIn: kaszek-ventures

Kaszek is a venture capital firm based in Sao Paulo, Brazil, founded in 2011. The firm focuses on investing in and supporting entrepreneurs across various technology-driven industries in Latin America. With a strong emphasis on long-term partnerships, Kaszek aims to foster a vibrant technology ecosystem in the region. Notably, they have invested in Warren Investimentos, a fintech company that has raised significant funding rounds (Series A, B, and C) to expand its financial services, which are crucial for retirement planning. Additionally, Kaszek has invested in Fintual, another fintech company that raised funds to enhance its investment services. These transactions highlight Kaszek's involvement in the financial sector, particularly in companies that provide services relevant to retirement planning.


3. Canary

  • Website: canary.com.br
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2017
  • Headcount: 11-50
  • Number of deals in 2024: 23
  • LinkedIn: canary-venture-capital

Canary is a venture capital firm based in Sao Paulo, Brazil, founded in 2017. The firm specializes in early-stage investments across Latin America, supporting entrepreneurs with capital, co-founding assistance, and fostering a strong community of builders. Notably, Canary participated in a significant investment in Saks, a Brazilian digital private pension broker, which raised BRL 26 million in a Seed round. This investment highlights Canary's engagement in the retirement planning sector. Additionally, they have invested in various fintech and crypto platforms, such as Hashdex and Gorila, which, while not directly related to retirement planning, indicate a broader interest in financial services that could intersect with retirement solutions. Their diverse portfolio reflects a commitment to supporting innovative financial technologies, which may play a role in the future of retirement planning.


4. Magma Partners

  • Website: magmapartners.com
  • Type: Venture Capital
  • Headquarters: Providencia, Santiago, Chile
  • Founded year: 2014
  • Headcount: 11-50
  • Number of deals in 2024: 6
  • LinkedIn: magma-partners

Magma Partners is a venture capital firm based in Providencia, Santiago, Chile, founded in 2014. The firm specializes in investing in early-stage startups across Latin America, with a strong focus on fintech and insurtech sectors. They have backed over 125 companies, aiming to address significant regional challenges and support scalable technology businesses. Notable transactions include their investment in Zenfi, a financial health platform that has achieved profitability and serves over 3 million users, and Quansa, which focuses on employee financial health. These investments highlight Magma Partners' commitment to enhancing financial services that can contribute to better retirement planning solutions for individuals and employees in the region.


5. Honey Island

  • Website: honeyisland.capital
  • Type: Venture Capital
  • Headquarters: Cidade Industrial De Curitiba, Paraná, Brazil
  • Founded year: 2015
  • Headcount: 1-10
  • Number of deals in 2024: 3
  • LinkedIn: hi.capital

Honey Island Capital is a venture capital firm founded in 2015, located in Cidade Industrial De Curitiba, Paraná, Brazil. The firm specializes in fintech investments, providing capital and strategic support to startups in the fintech and SaaS B2B sectors. Honey Island focuses on helping entrepreneurs navigate growth challenges and secure funding, while also building connections and offering mentorship. Notably, they participated in the Seed round for Saks, a Brazilian Digital Private Pension Broker, which raised BRL 26 million, highlighting their involvement in the retirement planning sector. Additionally, they have engaged in other fintech investments, such as Teva Indices and Liqi Digital Assets, which, while not directly related to retirement planning, showcase their active role in the fintech landscape.


6. Maya Capital

  • Website: maya.capital
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2018
  • Headcount: 1-10
  • Number of deals in 2024: 8
  • LinkedIn: mayacapital

MAYA Capital is a venture capital firm based in Sao Paulo, Brazil, founded in 2018. The firm specializes in seed stage investments in startups across Latin America, providing not only financial backing but also strategic support in areas such as hiring, market entry, and fundraising. In 2024, Maya Capital was involved in several transactions, including a notable investment in Azos, a Brazilian digital life insurance provider. Azos raised $10 million in a Series A funding round, which Maya Capital participated in, aimed at improving technology, launching new products, and expanding access to education around financial protection and planning. This involvement highlights Maya Capital's engagement in sectors that are relevant to retirement planning, particularly through their support of companies that focus on financial security and insurance products.


7. Kinea Investimentos

  • Website: kinea.com.br
  • Type: Venture Capital
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2007
  • Headcount: 51-200
  • Number of deals in 2024: 2
  • LinkedIn: kinea-investimentos

Kinea Investimentos is an investment management firm based in São Paulo, Brazil, founded in 2007. The firm specializes in a diverse range of investment funds, including private equity, venture capital, and real estate, catering to both individual and institutional investors. Kinea aims to provide tailored investment solutions to help clients achieve their financial goals. Notably, Kinea led a seed investment round for Saks, a Brazilian digital private pension broker, raising BRL 26 million. This investment highlights Kinea's active role in the retirement planning sector. Additionally, Kinea has participated in various other funding rounds, including investments in digital assets and technology companies, showcasing their broad investment strategy while maintaining a focus on sectors that can contribute to long-term financial planning.


8. Quartz


Quartz is a private equity firm based in Sao Paulo, Brazil, founded in 2020. The firm focuses on venture capital and growth equity investments in high-growth companies, providing both capital and strategic support to help businesses scale. Quartz emphasizes transparency and partnership, aligning with companies that share their values. Notably, Quartz has participated in significant funding rounds for companies relevant to the retirement planning sector. For instance, they were involved in the Series C funding for Warren Investimentos, which raised R$ 300 million to innovate and expand its services, potentially including retirement planning solutions. Additionally, Quartz invested in 180 Insurance, a startup that provides digital insurance products, which are crucial for financial planning and security in retirement. These transactions highlight Quartz's engagement in sectors that intersect with retirement planning, making them a relevant investor in this space.


9. LASP Capital

  • Website: laspcapital.com
  • Type: Corporate
  • Headquarters: Sao Paulo, Sao Paulo, Brazil
  • Founded year: 2020
  • Headcount: 1-10
  • Number of deals in 2024: 3
  • LinkedIn: lasp-capital-llc

LASP Capital is an investment management firm based in Sao Paulo, Brazil, founded in 2020. The firm specializes in global growth investing, focusing on publicly-traded equities and early-stage investments. With a small team of 1-10 employees, LASP Capital aims to generate substantial returns for its clients through a long-term investment strategy that emphasizes high-quality growth companies and effective risk management. Notably, they have participated in several significant transactions, including a $20.7 million Series A investment in Kanastra in June 2024, and their involvement in the insurance sector through a $31.4 million Series A round for 180 Insurance in February 2022. This diverse investment portfolio suggests a commitment to sectors that could be relevant for retirement planning, particularly through financial products and services that support long-term financial security.


10. Grupo SURA

  • Website: gruposura.com
  • Type: Corporate
  • Headquarters: Sabanalarga, Antioquia, Colombia
  • Founded year: 1997
  • Headcount: 51-200
  • LinkedIn: grupo-sura

Grupo SURA, officially known as Grupo de Inversiones Suramericana, is an investment management and financial services provider based in Sabanalarga, Antioquia, Colombia. Founded in 1997, the company has established a strong presence in the financial sector across Latin America, focusing on sustainable profitability. Grupo SURA offers a range of services including insurance, asset management, and banking solutions tailored for individuals, businesses, and organizations. Notably, they have made significant acquisitions in the insurance sector, such as Royal & Sun Alliance Seguros (Brasil) S.A. and RSA Uruguay, which enhance their capabilities in providing financial security and retirement solutions. Additionally, their investments in financial technology firms like MoneyLion and Nubloq indicate a forward-thinking approach to integrating technology in financial services, potentially expanding their offerings in retirement planning and asset management.


11. Fundación Bancolombia


Fundación Bancolombia is a corporate investor based in Sabanalarga, Antioquia, Colombia, and is part of Grupo Bancolombia, a financial services company with over 146 years of experience. The organization provides a wide range of banking and investment solutions to individuals, businesses, and organizations, with a strong emphasis on sustainable economic development. In recent transactions, Fundación Bancolombia has demonstrated its commitment to enhancing financial services for specific demographics, particularly pensioners. Notably, it provided a $12M credit facility to Avista, a Colombian fintech, aimed at expanding credit access for Colombian pensioners. This investment highlights its focus on improving financial inclusion and support for retirees. Additionally, its involvement in other fintech investments, such as Trii and RappiPay, indicates a broader strategy to enhance financial services across various sectors, which can indirectly benefit retirement planning by promoting financial literacy and access to investment tools.


12. Vinci Compass Brasil

  • Website: vincipartners.com
  • Type: Private Equity
  • Headquarters: Rio De Janeiro, Rio De Janeiro, Brazil
  • Founded year: 2009
  • Headcount: 501-1000
  • Number of deals in 2024: 3
  • LinkedIn: vincipartners

Vinci Compass Brasil, founded in 2009 and based in Rio de Janeiro, is a private equity firm that specializes in a variety of financial services, including Private Equity, Infrastructure, Real Estate, and Corporate Advisory. The firm serves institutional investors and high-net-worth individuals, helping them navigate investment opportunities and optimize their portfolios for growth. In 2024, Vinci Partners has been active in the market, with notable transactions such as the acquisition of Lacan Ativos Reais and MAV Capital, an alternative asset manager focused on Brazilian agribusiness. These transactions reflect their commitment to diversifying investment strategies, which is crucial for retirement planning. Their involvement in sectors that can provide stable returns over time makes them a suitable option for investors looking to secure their financial future.


13. Redwood Ventures

  • Website: redwood.ventures
  • Type: Venture Capital
  • Headquarters: Guadalajara, Jalisco, Mexico
  • Founded year: 2017
  • Headcount: 11-50
  • Number of deals in 2024: 5
  • LinkedIn: redwoodventuresmx

Redwood Ventures is a venture capital firm based in Guadalajara, Jalisco, Mexico, founded in 2017. The firm specializes in investing in technology-driven startups across various sectors, including fintech, e-commerce, and healthtech. They provide financial backing and strategic support to entrepreneurs, helping them navigate the challenges of scaling their businesses. Notably, Redwood Ventures has participated in significant transactions within the fintech space, such as Zenfi, a financial health platform that has achieved profitability and serves over 3 million users, and Vexi, a neo bank that raised $8 million to expand its services. These investments highlight Redwood Ventures' commitment to supporting innovative financial solutions that can play a role in retirement planning.


14. BBVA en Argentina

  • Website: bbva.com.ar
  • Type: Corporate
  • Headquarters: General Pacheco, Buenos Aires, Argentina
  • Founded year: 1886
  • Headcount: 5001-10000
  • Number of deals in 2024: 7
  • LinkedIn: bbva-argentina

BBVA en Argentina is a banking institution founded in 1886, located in General Pacheco, Buenos Aires. It provides a wide array of financial services, including personal and corporate banking, investment management, and insurance products. The bank serves both individual consumers and businesses, offering solutions for personal finance, loans, and investment opportunities. In 2024, BBVA participated in significant debt financing transactions, such as raising $537,356,486 for El Corte Ingles and $19,659,858 for Plum Fintech. While these transactions are primarily focused on debt, the bank's involvement in investment management indicates its capability to support clients in their retirement planning needs.



Retirement Planning Insights: Key Investors in Latin America


InvestorHeadquarterSizeFoundedDeals 2024
bossa investSao Paulo, Sao Paulo, Brazil11-50201156
KaszekSao Paulo, Sao Paulo, Brazil11-50201117
CanarySao Paulo, Sao Paulo, Brazil11-50201723
Magma PartnersProvidencia, Santiago, Chile11-5020146
Honey IslandCidade Industrial De Curitiba, Paraná, Brazil1-1020153
Maya CapitalSao Paulo, Sao Paulo, Brazil1-1020188
Kinea InvestimentosSao Paulo, Sao Paulo, Brazil51-20020072
QuartzSao Paulo, Sao Paulo, Brazil1-1020200
LASP CapitalSao Paulo, Sao Paulo, Brazil1-1020203
Grupo SURASabanalarga, Antioquia, Colombia51-20019970
Fundación BancolombiaSabanalarga, Antioquia, Colombia1-1019452
Vinci Compass BrasilRio De Janeiro, Rio De Janeiro, Brazil501-100020093
Redwood VenturesGuadalajara, Jalisco, Mexico11-5020175
BBVA en ArgentinaGeneral Pacheco, Buenos Aires, Argentina5001-1000018867


Want to find more investors focusing on the retirement planning industry?

If you want to find more investors that are active in the retirement planningindustry, you can do that with Inven. We built this list and analysis throughInven's Investor Search, and there are a lot more private equity, venturecapital, and corporate investors like these globally.

With Inven, you'll also get to know:

  • Deal History: Number of deals and their sizes.
  • Portfolio: Companies they've invested in.
  • Contact data: Key dealmakers, including their emails and phonenumbers.
  • ...and much more!